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True Wealth Design, LLC → CARE
True Wealth Design, LLC CARE Position History
Carter Bankshares, Inc.
Quarters held
5
Latest value
$13K
Q3 2026
Peak value
$14K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10K |
| Q4 2025 | $11K |
| Q1 2026 | $12K |
| Q2 2026 | $14K |
| Q3 2026 | $13K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13K | 426 | — | — |
| Q2 2026 | $14K | 337 | — | — |
| Q1 2026 | $12K | 337 | — | — |
| Q4 2025 | $11K | 337 | — | — |
| Q3 2025 | $10K | 366 | — | — |